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| | | The ASX Inquiry Panel has released a damning final report into the ASX, focusing on governance, capability and risk management frameworks and practices across the group. The panel conducted more than 140 stakeholder interviews, reviewed submissions ... |
| | | | ... motivation for partnering with AZ NGA was for growth and to support the development of the next generation of advisers in the practice. "AZ NGA stood out because we like their people and philosophy and share their views on where the financial advice ... |
| | | | ... going to make it last for future generations as well?' But that's definitely not the case across every single practice and every single adviser," he says. Araujo believes it's the advisers who are best placed to manage estate planning because ... |
| | | | APRA has imposed additional licence conditions on Fiducian over concerns the super trustee failed to ensure proper oversight of the investment options made available to members on its platform. The step by the regulator follows a thematic review of ... |
| | | | ... institutional partners alongside Akambo managing director Joe Akiki. Tomkins will work with investment committees, principals and practice leaders to help define portfolio objectives, strengthen governance frameworks and align implementation pathways ... |
| | | | The detriment of Shield and First Guardian Master Funds undermines trust in the superannuation system, ASIC commissioner Alan Kirkland warned, saying trustees must revise their processes to avoid exploitation by super switching schemes. Speaking at ... |
| | | | ... years at Willis Towers Watson as local head of asset consulting and previously led the institutional investment advisory practice at PwC. He also held a role at a London-based investment consultancy, where he headed manager research. Reflecting on his ... |
| | | | When Melinda Kee was sick with COVID-19, she took respite for one week. Kee saw it as an opportunity to tick off some personal administration she'd been meaning to get to, such as changing her pet and health insurance, and electricity and gas providers. ... |
| | | | A new Mercer report predicts platform funds, with a median $250,000 balance, and mega funds, with over $100 billion in assets, will dominate the superannuation landscape and overtake the 'retail versus industry fund' debate. The 2026 Mercer Shaping ... |
| | | | ... cite easier portfolio monitoring and access to institutional-quality investment management as key client benefits, while practice benefits - particularly simplified management, time savings, and reduced compliance workload - are reinforcing managed accounts ... |
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